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Accounts Receivable Analyst

San Ramon, CA | Full Time
1 Month Ago

Job Description

EXPECTATION FOR ALL EMPLOYEES:

Supports the organization's mission, vision, and values by exhibiting the following behaviors: excellence and competence, collaboration, innovation, respect, personalization, commitment to our company, client and community, and accountability and ownership of the position.

POSITION SUMMARY:

The Accounts Receivable Analyst assists the finance and accounting department with billing, payment application, monitoring account balances/collection of amounts owed, and reconciliation of customer accounts.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

DUTIES AND RESPONSIBILITIES:

  • Reconciliation, Analysis and Resolution
    • Reconciles our invoices against our client’s invoices and works closely with customer and remote support teams to resolve discrepancies
    • Creates customized reporting to customers with special billing requirements
    • Monitors and issues credit memos for customers with early payment discounts
    • Audit customer accounts at the time of payment application for any reconciliation items and resolve as required.
    • Collection of outstanding receivables through interactions with sales team and/or direct customer communications
    • Prepare invoice adjustments as required
    • Send monthly invoices as needed
  • Manage the receivables inbound email and responds to payment inquiries and other special requests
  • Create weekly bank reporting along with the other AR team members
  • Other duties as assigned

QUALIFICATIONS/SKILLS & KNOWLEDGE REQUIREMENTS:

  • Minimum of 1-2 years of professional experience in relevant field
  • Strong Excel experience creating pivot tables as well as VLOOKUP type formulas
  • Excellent customer service skills
  • Strong attention to detail
  • Superior interpersonal (verbal and written) communication skills
  • Ability to work collaboratively with other departments
  • Exemplary organizational, multi-tasking, and prioritization skills
  • Previous experience in the staffing, PEO or related industries is a plus

PHYSICAL REQUIREMENTS:

  • Ability to sit for 2 hours without standing, sit up to 8 hours per day.
  • Ability to engage fine motor skills such as typing and writing for up to 2 hours without a break, use fine motor skills for up to 8 hours per day.
  • Ability to see and read computer screen, employment documents and correspondence.

GENERAL INFORMATION:

The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this position. They are not intended to be an exhaustive list of all duties, responsibilities, and skills required.

The incumbent must be able to work in a fast-paced environment with demonstrated ability to juggle and prioritize multiple, competing tasks and demands and to seek supervisory assistance as appropriate.

Skills for Accounts Receivable Analyst

The job skills required for Accounts Receivable Analyst include Accounts Receivable, Billing, Customer Service, Written Communication, Attention to Detail,and Collaboration etc. Having related job skills and expertise will give you an advantage when applying to be an Accounts Receivable Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Accounts Receivable Analyst. Select any job title you are interested in and start to search job requirements.

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Career Path for Accounts Receivable Analyst

The following is the career advancement route for Accounts Receivable Analyst positions, which can be used as a reference in future career path planning. As an Accounts Receivable Analyst, it can be promoted into senior positions as an Accounts Receivable Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Accounts Receivable Analyst. You can explore the career advancement for an Accounts Receivable Analyst below and select your interested title to get hiring information.